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On Tue, 7 Jan, 4:02 PM UTC
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[1]
AMD Wins Over Dell In Commercial PC Deal For Ryzen AI Pro Chips
AMD's first commercial PC deal with Dell Technologies will help the company gain more acceptance from enterprises, according to a top Dell partner. 'There's no doubt that that's going to help AMD take some additional market share,' says Bob Venero, CEO of Future Tech Enterprise. AMD said it has won its first deal to supply Ryzen AI Pro chips to commercial PCs made by Dell Technologies, opening another channel for the chip designer to compete with Intel. The Santa Clara, Calif.-based company announced the commercial PC deal with Dell at its CES 2025 keynote Monday, where it also revealed the new Ryzen AI Max chips for next-generation AI PCs as well as several other Ryzen product lines for desktops and laptops. [Related: Intel Slugs AMD, Qualcomm With Core Ultra 200V Chips For Commercial Laptops] According to AMD, the new Dell Pro portfolio of notebooks and desktops, also announced Monday, will come with options for its Ryzen AI Pro 300 series that debuted last year and expanded with midrange options this week. These chips, like the latest Intel Core Ultra processors, come with a CPU, GPU and neural processing unit (NPU), which is designed to handle sustained AI workloads such as Microsoft's Copilot+ PC features. Like Intel's vPro platform for commercial PCs, the Ryzen AI Pro processors come with extra security, manageability and reliability features for businesses under the umbrella of the AMD Pro Technologies brand. Last year, AMD Pro Technologies added four new features, including a second-generation AMD Secure Processor and Cloud Bare Metal Recovery. "Ryzen AI Pro CPUs are built to handle today's workflows and tomorrow's AI demands, and when combined with the power of a Dell PC, they create the perfect combination for the enterprise," Jack Huynh, senior vice president and general manager of the computing and graphics group at AMD, said in a statement. While AMD reached a record 23.9 percent in x86 CPU market share for the PC segment in the third quarter last year, the company managed to do so in part by gaining acceptance from other OEMs, including HP Inc. and Lenovo, for commercial PC designs over the past several years after launching its revitalized PC strategy with the Ryzen brand in 2017. Dell, on the other hand, held out from expanding its CPU options beyond Intel for commercial PCs -- until now -- while it found other ways to work with AMD, mainly through its EPYC CPUs for servers and Threadripper CPUs for workstations. Sam Burd, president of Dell's Client Solutions Group, said the nascent but growing AI PC category made it necessary for the OEM to work with AMD on the commercial PC side. "This progress depends on cutting-edge silicon innovation, which is why we've worked to engineer AMD Ryzen AI Pro processors into our new Dell Pro portfolio," he said. The leader of a major U.S. solution provider and top Dell partner said AMD's commercial PC deal with Dell will help the chip designer gain more acceptance from enterprises. "Dell is going to bring credibility to the product line just based on their sheer size and volume that they're doing, so there's no doubt that that's going to help AMD take some additional market share," said Bob Venero, CEO of Fort Lauderdale, Fla.-based Future Tech Enterprise, which is No. 76 on CRN's 2024 Solution Provider 500 list.
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AMD Adds Dell as Commercial PC Customer for the First Time
AMD says its new processors will be best in running AI software Advanced Micro Devices Inc., the second-biggest maker of computer processors, said its chips will be used by Dell Technologies Inc. for the first time in PCs sold to businesses. The chipmaker unveiled new processors it says will make AMD-based personal computers the best at running artificial intelligence software. Dell has decided to use the chips in some of its computers aimed at business customers, according to AMD executives who are speaking Monday at the CES show in Las Vegas. AMD, Intel Corp. and would-be rival Qualcomm Inc. are announcing new laptop and desktop parts at the show, arguing their respective technologies provide the best performance for artificial intelligence workloads. The chipmakers, and the computer manufacturers, believe the market for PCs will be revived by the capability of the machines to run more tasks with AI. Dell's embrace of AMD for corporate PCs -- it already uses the chipmaker for consumer devices -- is another blow for Intel as the company struggles to hang on to its eroding dominance over chips for PCs. Commercial and gaming PCs typically are more profitable areas of the market requiring higher-priced components. During much of its 50-year rivalry with Intel, AMD's products have been pigeonholed as low-cost, lower-performance options. AMD's profitability and revenue also never matched Intel. That's now changed. Though Intel still has about 70 percent market share and much higher revenue, sales have been declining and its margins have been wiped out by the cost of spending on new technology. AMD said its new Ryzen AI Max series of processors will deliver the highest level of performance available in premium thin and light notebooks. The chips will run AI workloads as much as 90 percent faster than their predecessors, it said. Separately, AMD is bringing out new 9000 series desktop computer processors, which it said will extend the company's leadership in that area. The 9900X3D is a chip with 16 processor cores that can run at a speed of as fast as 5.7 gigahertz, AMD said. © 2025 Bloomberg L.P.
[3]
AMD Adds Dell as Commercial PC Customer for the First Time
Advanced Micro Devices Inc., the second-biggest maker of computer processors, said its chips will be used by Dell Technologies Inc. for the first time in PCs sold to businesses. The chipmaker unveiled new processors it says will make AMD-based personal computers the best at running artificial intelligence software. Dell has decided to use the chips in some of its computers aimed at business customers, according to AMD executives who are speaking Monday at the CES show in Las Vegas.
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AMD has won its first deal to supply Ryzen AI Pro chips for Dell's commercial PCs, marking a significant milestone in AMD's competition with Intel in the AI-capable processor market.
Advanced Micro Devices (AMD) has achieved a significant milestone by securing its first deal to supply Ryzen AI Pro chips for Dell Technologies' commercial PCs. This breakthrough, announced at CES 2025, marks AMD's entry into Dell's business-oriented computer lineup, a space previously dominated by Intel 12.
AMD's Ryzen AI Pro 300 series processors, which will be featured in Dell's new Pro portfolio of notebooks and desktops, combine CPU, GPU, and neural processing unit (NPU) capabilities. This integration is designed to handle sustained AI workloads, including Microsoft's Copilot+ PC features 1. The processors come with enhanced security, manageability, and reliability features under the AMD Pro Technologies brand, positioning them as direct competitors to Intel's vPro platform 1.
AMD asserts that its new Ryzen AI Max series processors will deliver superior performance for AI workloads in premium thin and light notebooks. The company claims these chips will run AI tasks up to 90% faster than their predecessors 2. This performance boost is expected to strengthen AMD's position in the growing AI PC market.
Dell's decision to incorporate AMD processors in its commercial PC line represents a significant shift in the industry. Sam Burd, president of Dell's Client Solutions Group, cited the growing importance of AI PCs as the primary reason for this partnership 1. This move is expected to enhance AMD's credibility in the enterprise market and potentially increase its market share 1.
AMD has been steadily gaining ground in the x86 CPU market, reaching a record 23.9% share in the PC segment during the third quarter of 2024 1. However, Intel still maintains about 70% of the market share 3. The inclusion of AMD chips in Dell's commercial PCs is seen as another challenge to Intel's dominance in this profitable sector 3.
Bob Venero, CEO of Future Tech Enterprise, a major U.S. solution provider and Dell partner, believes that this deal will significantly boost AMD's acceptance among enterprises. He stated, "Dell is going to bring credibility to the product line just based on their sheer size and volume that they're doing, so there's no doubt that that's going to help AMD take some additional market share" 1.
The announcement comes as AMD, Intel, and Qualcomm are all vying for dominance in the emerging AI PC market. These companies are betting on the potential of AI capabilities to revitalize the PC market, with each claiming their technologies provide the best performance for AI workloads 2.
As the competition intensifies, the integration of AI capabilities in personal computers is expected to drive innovation and potentially reshape the PC industry landscape in the coming years.
Reference
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AMD announces new Ryzen AI processors for consumer and commercial markets, including a collaboration with Dell for AI-enabled business PCs, ahead of CES 2025.
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AMD announces its new MI325X AI accelerator chip, set to enter mass production in Q4 2024, aiming to compete with Nvidia's upcoming Blackwell architecture in the rapidly growing AI chip market.
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AMD announces a range of new processors at CES 2025, including AI-optimized chips for laptops, desktops, and gaming devices, solidifying its position in the AI PC market.
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AMD and Intel, longtime rivals in the semiconductor industry, have joined forces to create the x86 Ecosystem Advisory Group, aiming to strengthen their position in the AI market and challenge competitors like Qualcomm and Nvidia.
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AMD unveils its next-generation AI accelerator, the Instinct MI325X, along with new networking solutions, aiming to compete with Nvidia in the rapidly growing AI infrastructure market.
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